Insurance Broker resume examples

Choose and edit as your own

Get inspired by the best resume examples picked for your profession and create your!

Add pre-written phrases

Describe yourself as a professional just in 2 clicks! All the phrases you need are prepared by us

Save and Download your Resume

Save it in PDF format. Ready-to-sent to you employer!

This resume is created in 7 minutes.
Bachelor of Science : Finance, 2017 San Diego State University San Diego, CA
To get a full-time position as a Border Patrol agent. 
Financial Professional Associate
May 2017 to Current
Prudential Insurance Company of America | Jay Finger San Diego, CA
  • Develop and maintain long-term relationships with new and existing clients 
  • Solicit prospective clients to go over their insurance, retirement, and investment needs
  • Service existing clients to ensure proper insurance and investment needs
  • Maintain ever-changing product and service knowledge within the industry
Insurance Broker
May 2016 to January 2017
Freeway Insurance Services San Diego, CA
  • Brought in over $500,000 of continually growing new client business
  • Among the top agents in the company for broker fee average
  • Built rapport and started new business with customers shopping various companies
  • Averaged 100 outbound calls and three new clients per day
  • Maintained knowledge of over 40 company and program guidelines for proper underwriting
Food Beverage Associate
July 2013 to October 2014
Sycuan Casino El Cajon, CA
  • Maintained customer satisfaction in a hall of 1,000 guests
  • Worked and communicated as a team to serve customers in a timely manner with little to no supervision
  • Reported quality control, inventory management, and product deliveries based on sales reports
Restaurant Team Member
June 2012 to July 2013
Chipotle Mexican Grill Santee, CA
  • Provided excellent customer service and personalized the experience 
  • Prepared food as needed and properly replenished items based on flow of customers
  • Maintained quick yet efficient safety, food quality, and sanitation standards

Overnight stocker
June 2011 to December 2011
The Home Depot El Cajon, CA
  • Stocked overhead bays and replenished products low in volume
  • Maintained knowledge of locations and products to assist customers during store hours
Merchandise and Customer Assistant
July 2010 to March 2011
Sears El Cajon, CA
  • Maintained  product and promotional knowledge to assist customers
  • Handled cash, credit, and check transactions on the POS system
  • Accounted for inventory and requested product deliveries based on sales reports
Student worker
May 2008 to September 2008
Port of San Diego San Diego, CA
  • Collected waste on Port of San Diego sites and transported it to the Waste Management facility
  • Maintained directional knowledge for the public when working out in the field
  • Alternative tasks were filing papers, maintaining a clean auto shop, cleaning trucks thoroughly, and heavy lifting
Bilingual Spanish/English
This resume is created in 7 minutes.
Professional Certifications
New York State Class B CDL Drivers License
Work History
Construction Laborer Pretee Construction - College Point, NY 01/2018 - 02/2019
  • Worked independently in fast-paced environment while meeting productivity and quality expectations.
  • Loaded and unloaded building materials used for construction.
  • Performed basic machine set up.
  • Mixed and poured and concrete, and asphalt.
  • Informed supervisors when machines needed major service.
  • Promoted safety by working in a safe manner.
Licensed Insurance Broker And Agent Allstate: Frank Tinelli Agency/ The Woodside NY Agency - Levittown/Woodside, NY 01/2013 - 08/2018
  • Responsible for sales of Personal and Commercial insurance.
  • Responsible with handling of client account and financial information.
  • Adjust claims for clients and collect premiums.
  • Provide clients with information on new and existing products and services.
  • Task with networking and creating leads, as well as future business development.
Bartender Sangria Tapas & Wine - Bayside, NY 10/2016 - Current
  • Perform all bartending and bar back duties during peak business hours
  • Managed inventory and incoming delivery orders
  • Prepped the bar for daily activities 
  • Valid New York State CDL driver's license
  • Proficient in operating vehicles 26,000 lbs or heavier
  • Capable of heavy lifting
  • Works well independently or in a team environment
  • Basic math and measuring aptitude
  • Dependable and reliable
  • Effective at multi-tasking

Bachelor of Arts: Economics Queens College - NY 5/15
Economics Major and Minored in Business and Liberal Arts Honor Program
This resume is created in 7 minutes.
To secure a position within American Airlines in order to further my skills previously obtained while providing exceptional performance. 
  • Proven Leader
  • Highly Motivated 
  • Aircraft Electrician  
  • Flight Engineer 
  • Aircraft Mechanic 
  • Schedule Building 
  • Flight Planning  
  • Flight Dispatching 
  • Regulations and Limits 
  • Strong Communication Skills 
  • Proven to Work Well Under Pressure 
Insurance Broker
August 2015 to Current
Jones and Associates Jackson, MO
  • Licensed Life and Heath
  • Field Under Writer
  • Top In Sales August 2016
Flight Engineer/Schedule Writer
January 2012 to January 2015
United States Department of the Navy
  • Flew over 2000 hours of safe flight time as a Flight Engineer.
  • Organized and created a 365 day a year flight schedule for 350 people.
  • Directly responsible for the safe flight of a $30M aircraft on a day to day basis.
  • Supervised 20 sailors in safety policies and procedures for 2 years.
  • Skilled in using excel and other computer programs.
  • Hazmat certified 
  • CRM Instructor
  • Top Secret Security Clearance 
Flight Engineer/Aviation Electrician
January 2008 to January 2012
United States Department of the Navy Jacksonville N A S, FL
  • Directed my crew in over 500 hours of direct combat flights over Libya.
  • Accomplished over 10,000 hours of mishap free work as an aviation electrician.
  • Aviation Electrician CDI 
  • Aircraft Lineman 
  • Instructed and qualified 15 Flight Engineers.
  • Directly responsible for 25 ground support pieces of equipment.
January 2006 to January 2008 Doe Run Company
  • Furnace Operator and Labor.
High School Diploma : 2002 Pacific High School Pacific , MO, USA
2008 Navy Aircrew School Pensacola, FL, USA Class Leader 
Bachelor of Science : Construction Management , 2019 Missouri State University Springfield , MO
Aviation Electrician , 2008 Aviation Electrician School Pensacola , FL, USA Graduated top of my class. 
Navy : Flight engineer , 2009 United States Navy Flight Engineer Jacksonville, FL, USA Graduated top of my class. 
Flight Dispatching Certificate : Flight Dispatching , 2018 Sheffield School-Aeronautics Plantation, FL, United States Received FAA Flight Dispatcher Certificate 
FAA Certified Flight Dispatcher, Electrician, Navy Flight Engineer, Security Clearance, Great Communicator, Understanding of Flight Safety.
Additional Information
  • Awards: Awarded the Navy and Marine Corps Achievement Medal, Good Conduct Medal (2), Global War on Terrorism, Global War on Terrorism Expeditionary Medal, and NATO Libya Campaign Medal.
This resume is created in 7 minutes.
Results driven and highly skilled Insurance and Financial Sales Professional with over 12 years experience developing and executing customized plans to increase volume, market share, and relevance in the marketplace. Proven success in developing broker relationships to provide strategic value including leveraging trends in employee benefits to shape solutions and approaches. Open and clear communicator with demonstrated strategic vision and discipline execution.
  • Life & Health Insurance License in CA, IN, MI, PA, FL, GA, OK, LA
  • Benefits administration and HRIS Systems
  • In-depth knowledge of trends in benefits 
  • Dynamic & Interactive presentations
  • Knowledge of Regulatory compliance-- ERISA, COBRA, ACA
  • Business Development using brand awareness & digital marketing
Insurance Broker & Consultant Malachowski Financial & Insurance Services
  • Consultative approach to designing benefits packages. 
  • Provided guidance on compliance issues-- ACA, HIPPA.
  • Designed and implemented digital marketing strategies and creating strategic alliances.
  • Advocate for clients in understanding benefits, billing and claims-work with clients to resolve any issues.
  • Promoted agency products to customers in person, on the telephone and in writing.
  • Interviewed prospective clients to learn about their financial needs and to discuss any existing coverage.
Office Manager/ Bookkeeper/ CFO Maldev Productions
  • Negotiated employment contracts for editors.
  • Oversaw company financial information utilizing Quicken and Quickbooks.
  • Created sales and revenue-generating opportunities in new markets to improve bottom line.
05/2016 to 09/2017
Senior Sales Executive PrimePay LLC
  • Emphasized product features based on analysis of customers' needs for payroll, HR and compliance.
  • Expanded existing broker partnerships, including developing new partnership with a premier General Agency.
  • Identified prospective customers using lead generating methods and performing an average of 20 cold calls per day.
  • Planned and organized routes within territory to maximize efficiency and time in the field.
  • Collaborated with colleagues to exchange selling strategies and marketing information. 
  • Conducted broker educational seminars.
  • Contributed to relevant blogs, conferences and events both off-line and online to increase compliance awareness.
Marketing & Sales Advisor Agency Growth Academy/ Guaranteed Media Services
  • Consulted with insurance agents/brokers and financial professionals to leverage media exposure to generate more leads, appointments and sales.
  • Created sales and revenue-generating opportunities via telephone marketing.
  • Contacted new and existing customers to discuss how specific products and services could meet their needs.
  • Leveraged lead generation tools to increase profitability and product presence in the marketplace.
06/2014 to 08/2015
Business Development Manager & Co-founder M & M Benefit Solutions
  • Co-founded Voluntary benefits general agency. 
  • Consultative role with brokers for creative and comprehensive benefit solutions strategies with supplemental products.
  • Creating and implementing marketing strategies with brokers to integrate voluntary into their business. 
  • Digital and Social Marketing development and implementation.
  • Training brokers on supplemental products and how to integrate them. 
  • Conducted Employer meetings and employee enrollment meetings.
06/2013 to 03/2014
Brokerage Manager Combined Worksite
  • Generated new business through offering turn-key supplemental insurance portfolio to select brokers in Southern California.
  • Increased company's exposure to brokers in the Southern California Region through Association networking meetings and conferences.
  • Managed enrollment process for supplemental benefits.
06/2006 to 06/2013
Broker Sales Rep, Inside Sales Representative, Regional Sales Manager Lebherz Insurance Services Inc
  • Developed and maintained in-depth knowledge of insurance carrier partner products and service lines,including medical, dental, vision, life and long term disability.
  • Maintained friendly and professional relationships with brokers, clients, health carrier partners and internal staff.
  • Trained brokers, internal staff and employees on complex benefit strategies and compliance.
  • Collaborated with members of other departments to complete sales transactions.
  • Conducted enrollment meetings with employers and employees.
03/2000 to 05/2002
Financial Advisor Morgan Stanley
Education and Training
The American College Received Best Sales Presentation Award
Political Science/ Communications Indiana Universtity Bloomington, IN
Activities and Honors
  • Media Chair and Awards Chair, Board of Directors, Los Angeles Association of Health Underwriters(LAAHU)--2008-2010, 2013-2015
  • Membership& Communications Committees, Los Angeles Association of Health Underwriters, 2016, 2017
  • Member, International Foundation of Employee Benefit Plans
  • Member, National Association of Professional Women